See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC8 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $58,763 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $25,356 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,113 | $79,700+8.0% | $153,485-43.9% | $74,495+15.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.52% | 15.07%-3.5pp | 15.65%-4.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $5,203 | $4,016+29.5% | $5,039+3.3% | $2,623+98.3% |
| Participant deferral / active EE | $4,550 | $5,315-14.4% | $6,757-32.7% | $4,346+4.7% |
| Admin fee / account holder | $461 | $1,790-74.2% | $12,724-96.4% | $1,942-76.2% |